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Filters:State: ND City: GRAFTON Clear all

Companies

companyLutheran Sunset Home
$6.4Mreported plan assets
EIN: 45-0277232Location: NDPlans: 1Participants: 122Latest: 2023
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companyUnity Medical Center
$9.1Mreported plan assets
EIN: 45-0310159Location: NDPlans: 1Participants: 173Latest: 2023
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companyTollefson Funeral Home, Inc.
$1.2Mreported plan assets
EIN: 45-0383904Location: NDPlans: 1Participants: 5Latest: 2023
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companyMichael J Thompson
$233.8Kreported plan assets
EIN: 45-0410165Location: NDPlans: 1Participants: 2Latest: 2023
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companyEvergreen Farms, Inc
$0reported plan assets
EIN: 45-0438113Location: NDPlans: 1Participants: 4Latest: 2023
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Plans

planUnity Medical Center 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
$9.1Mreported assets (EOY)
Sponsor: Unity Medical CenterEIN: 45-0310159Plan: 001Participants: 173Assets: $9,073,053Net assets: $9.1MAssets / participant: $52.4KLocation: Grafton, NDLatest: 2023
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planLutheran Sunset Home 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
$6.4Mreported assets (EOY)
Sponsor: Lutheran Sunset HomeEIN: 45-0277232Plan: 001Participants: 122Assets: $6,361,265Net assets: $6.4MAssets / participant: $52.1KLocation: Grafton, NDLatest: 2023
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planTollefson Funeral Home, Inc. EsopFinancial statement2023 filing
$1.2Mreported assets (EOY)
Sponsor: Tollefson Funeral Home, Inc.EIN: 45-0383904Plan: 003Participants: 5Assets: $1,222,607Net assets: $1.2MAssets / participant: $244.5KLocation: Grafton, NDLatest: 2023
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planThompson Farms BasicFinancial statement2023 filing
$233.8Kreported assets (EOY)
Sponsor: Michael J ThompsonEIN: 45-0410165Plan: 001Participants: 2Assets: $233,773Net assets: $233.8KAssets / participant: $116.9KLocation: Grafton, NDLatest: 2023
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planEvergreen Farms, Inc Profit Sharing PlanFinancial statement2023 filing
$0reported assets (EOY)
Sponsor: Evergreen Farms, IncEIN: 45-0438113Plan: 001Participants: 4Assets: $0Net assets: $0Assets / participant: $0Location: Grafton, NDLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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